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Jay Robert Brown

BOULAY FINANCIAL ADVISORS, LLC·EDEN PRAIRIE, Minnesota
Unclaimed Profile
11095 VIKING DRIVE, EDEN PRAIRIE, MN 55344CRD# 4542374Firm CRD# 111334
01

About

Jay Robert Brown is a registered financial advisor based in EDEN PRAIRIE, Minnesota, affiliated with BOULAY FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BOULAY FINANCIAL ADVISORS, LLC
BOULAY FINANCIAL ADVISORS, LLC
AUM
$2.1B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at BOULAY FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4542374
Firm CRD# 111334
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Robert Brown offer?
Jay Robert Brown specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDEN PRAIRIE, Minnesota for a consultation.
What are Jay Robert Brown's credentials?
Jay Robert Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Robert Brown located?
Jay Robert Brown is based in EDEN PRAIRIE, Minnesota, working with BOULAY FINANCIAL ADVISORS, LLC. Their office serves clients in the EDEN PRAIRIE metropolitan area and surrounding communities.
How does Jay Robert Brown charge for services?
Jay Robert Brown's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOULAY FINANCIAL ADVISORS, LLC?
BOULAY FINANCIAL ADVISORS, LLC has approximately 40 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EDEN PRAIRIE
Nancy Lea Koestler — USADVISORS WEALTH MANAGEMENT, LLCPhilip Carl Simensen — USADVISORS WEALTH MANAGEMENT, LLCGary Louis Greenberg — GREENBERG GARY LOUISDavid Edgar Bremer — BOULAY FINANCIAL ADVISORS, LLCNathan Daniel Bergeland — USADVISORS WEALTH MANAGEMENT, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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